Integrate Odoo CRM with Billit to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Odoo CRM with Billit - no code necessary. See how you can get setup in minutes.

Select a trigger from Odoo CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Odoo CRM, a trigger could be "New Lead."

A trigger is the event that kicks off your automated workflow.

Setup an action from Billit

An action is what takes place after the automation is triggered. For example, with Billit, the action could be "Create Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Odoo CRM to Billit

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Learn about AI automation

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Frequently Asked Questions about Odoo CRM + Billit integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Billit

What is needed to set up an integration between Odoo CRM and Billit?

To set up the integration, you need active accounts on both Odoo CRM and Billit. Additionally, ensure you have access to our platform where you can configure triggers and actions specific to your business process.

Can I trigger an action in Billit by updating a contact in Odoo CRM?

Yes, you can set a trigger in our platform such that every time a contact is updated in Odoo CRM, a corresponding action like updating or creating an invoice can be triggered in Billit.

Is it possible to generate invoices automatically in Billit from sales orders in Odoo CRM?

Absolutely. With our system, you can configure a trigger that automatically generates an invoice in Billit whenever a sales order is confirmed in Odoo CRM.

How do we handle errors during the integration process?

Our platform provides detailed error logs if any action fails when triggered. You have the ability to review these logs and take corrective measures swiftly.

Can I customize what data gets transferred between Odoo CRM and Billit?

Yes, customization options are available. When setting up triggers and actions, you can specify exactly which fields and data points should be transferred during each interaction.

What types of actions can be performed on Billit through integration with Odoo CRM?

Through our system, you can perform numerous actions such as creating or updating invoices, managing contacts, generating automatic reports, and more from triggers set up within Odoo CRM.

Are there predefined triggers or do we have to create them from scratch?

We offer a set of predefined triggers for common scenarios which you can use directly or modify according to your needs. Additionally, creating custom triggers is also supported for unique workflows.

Connect Odoo CRM and Billit to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Connect Odoo CRM and Billit to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers on a new lead.
Trigger
Scheduled
Try It
- VAT Number
- Name
- First name
- Last name
- Client IBAN
- Email
Action
Write
- Product Name
  Required
- ProductDescription
  Required
- Price Excl. VAT
- VAT Amount
  Required
- Groupname
- Amount Incl. VAT
  Required
- Stock Quantity
  Required
- Unit
  Required
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Write
- VAT Number
- First name
- Last name
- Client IBAN
- Email
Action
Write
- Product
  Required
- Reference
  Required
- Unit Description
  Required
- Amount Excl BTW
  Required
- VAT
  Required
- Unit
  Required
- Group Name
  Required
- Amount Incl BTW
  Required
- Stock Quantity
  Required
- Minimum Billed Quantity
  Required
- Buy Price Excl BTW
  Required
Action
Write

- Product Name
  Required
Action
Search

Create Lead
Creates a lead.
Action
Write
- Customer Name
  Required
- Customer Street Name
  Required
- Customer address number
  Required
- Customer Box Number
- Customer Zipcode
  Required
- Customer City
  Required
- Customer Countrycode
- Client IBAN
- Customer BIC
- Customer Mobile
- Customer Phone
- Customer Fax
- Email
- Customer Website
- Customer Contact
- VAT Number
- Party Type
- VAT Liable
- Unit Quantity
  Required
- Unit price excl
  Required
- Unit Description
  Required
- Total Excl
- Total VAT
- VAT Precentage
  Required
- Order Date
  Required
- Order Type
  Required
- Order Direction
  Required
- Paid
  Required
- Paid Date
- Currency
- Order Total Excl
- Order Total Incl
- Order Total VAT
- Expiry Date
  Required
- Invoice as Draft
  Required
- Custom Reference
- Custom Payment Reference
- Extra Unit Quantity #2
- Extra Unit Price Excl #2
- Extra Unit Description #2
- Extra VAT Percentage #2
- Extra Unit Quantity #3
- Extra Unit Price Excl #3
- Extra Unit Description #3
- Extra VAT Percentage #3
- ExtraTotalExcl #2
- Extra Total VAT #2
- ExtraTotalExcl #3
- Extra Total VAT #3
Action
Write
- Customer VAT
  Required
- Product ID
  Required
- Product Quantity
  Required
- Invoice Date
  Required
- Invoice Type
  Required
Action
Write
- Time Format
  Required
- Customer Type
- Project Name
  Required
- Customer Vat/Name
  Required
- Unit Quantity
  Required
- Product
  Required
Action
Write
- Customer Name
- VAT Number
Action
Search
- Product Name
  Required
- Product Name
  Required
- ProductDescription
  Required
- Price Excl. VAT
- VAT Amount
  Required
- Groupname
- Amount Incl. VAT
  Required
- Stock Quantity
  Required
- Unit
  Required
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Search or write

About Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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